羊毛 (Wool) 加自选

周三，标准普尔/澳交所200指数微跌0.1%，收于8948点，延续了其三个交易日的下跌趋势，科技股领跌。华尔街的微弱领先也拖累了该指数，因为投资者权衡了美国政府长期停摆，并对人工智能驱动的反弹的持久性再次产生怀疑。在国内，最新的住房数据显示，建筑审批再次出现月度下降，表明建筑业持续疲软。在企业方面，科技股领跌，下跌1.2%至一个月低点，Life360下跌4.4%，WiseTech下跌0.4%，追随美国同行下跌。其他值得注意的下跌包括该国最大的非食品企业集团Wesfarmers，其跌幅扩大了2.2%，达到9月3日以来的最低水平。金融集团麦格理也下跌0.6%，此前英国监管机构调查了将其直升机租赁部门出售给住友商事株式会社的计划。与此同时，矿业巨头力拓（0.9%）和莱纳斯稀土（1.5%）限制了亏损。

The S&P/ASX 200 edged 0.1% lower to close at 8,948 on Wednesday, extending its three-session losing streak, led by declines in tech stocks. A weak lead on Wall Street also dragged the index, as investors weighed the prolonged US government shutdown and renewed doubts over the durability of the AI-driven rally. Domestically, latest housing data showed another monthly drop in building approvals, signaling ongoing weakness in the construction sector. On the corporate side, tech shares led the losses, down 1.2% to a one-month low, with Life360 falling 4.4% and WiseTech slipping 0.4%, tracking their US peers lower. Other notable decliners include Wesfarmers, the country's biggest non-food conglomerate, extending losses by 2.2% to its lowest since September 3. Financial conglomerate Macquarie also fell 0.6% after Britain’s regulator probed the planned sale of its helicopter leasing unit to Sumitomo Corp. Meanwhile, mining giants Rio Tinto (0.9%) and Lynas Rare Earths (1.5%) capped losses.

新西兰基准s&P/NZX 50指数周三上涨0.3%，收于13568点，创历史最高收盘点位，此前储备银行出人意料地降息幅度大于预期，并表示将进一步降息。新西兰储备银行将官方现金利率下调50个基点至2.50%，为2022年7月以来的最低水平，称大幅下调是重振疲软经济的必要条件。自2024年8月以来，央行共降息300个基点，通货膨胀率保持在1%-3%的目标范围内，政策制定者有进一步放松政策的空间。行业表现总体积极，公用事业、房地产和消费服务表现突出。在能源供应商中，Meridian（+2.8%）、Mercury NZ（+1.5%）、Genesis（+1.65%）和Vector（+2.8%.）均实现稳健增长。SkyCity娱乐公司（+5.0%）提振了消费者服务。此外，工业地产（+3.15%）、Stride地产（+2.7%）、Kiwi地产（+0.9%）和Argosy地产（+0.8%）上涨。

New Zealand's benchmark S&P/NZX 50 index rose 0.3% to close at 13,568 on Wednesday, its highest closing level on record, after the Reserve Bank surprised markets with a larger-than-expected rate cut and signaled further reductions. The RBNZ slashed its official cash rate by 50bps to 2.50%, the lowest level since July 2022, saying the outsized cut was necessary to revive a weakened economy. Since August 2024, the central bank has lowered rates by a total of 300bps, and with inflation remaining within its 1%–3% target range, policymakers have room to ease policy further. Sector performance was broadly positive, with notable strength in utilities, property, and consumer services. Among energy providers, Meridian (+2.8%), Mercury NZ (+1.5%), Genesis (+1.65%), and Vector (+2.8%) posted solid gains. Consumer services were buoyed by SkyCity Entertainment (+5.0%). Also, Property for Industry (+3.15%), Stride Property (+2.7%), Kiwi Property (+0.9%), and Argosy Property (+0.8%) advanced.

新西兰央行10月出人意料地宣布降息0.50%后，新西兰元暴跌。市场预期新西兰储备银行本周将降息0.25%，但央行出人意料地降息0.50%。看看Kiwi对的反应。

NZD Plummets After RBNZ Announced a Surprise 0.50% Rate Cut in October.Market expectations were for the RBNZ to lower rates by 0.25% this week, but the central bank surprised with an even larger 0.50% reduction. Check out how Kiwi pairs reacted.

RBNZ评论：OCR按预期下降50个基点至2.5%。今天，新西兰储备银行货币政策委员会宣布，已决定将OCR下调50个基点至2.5%。该决定是协商一致作出的，因此不需要投票。

RBNZ Review: OCR reduced by 50bps to 2.5%, as expected.Today the RBNZ's MPC announced that it had decided to lower the OCR by 50bps to 2.5%. The decision was made by consensus, so no vote was required.